Houston - Succession Planning for the Closely Held Business

Mar 17, 2017 08:30am -
Mar 17, 2017 09:30am

Event Description


The South Texas Chapter of the American Academy of Attorney-CPAs presents:


 Succession Planning for the Closely Held Business


Presented by: Robert M. Mendell, J.D., C.P.A.

Sponsored by: Carlton Perkins, Attorney and Counsel of Law


Program Description

A Primer on Succession Planning:  Learn the importance of high-impact succession planning, whether transitioning management of a valuable business to family members or to key employees, or whether selling the business to strategic third parties. Explore the various options facing senior generation controlled family businesses and the techniques available for a successful transition of the business to the next generation. Understand the need for proactive succession planning, often involving the application of multiple disciplines, which is necessary to position the closely held business for continuing long-term success.

Learning Objectives

  • Learn about the various impediments to pro-active succession planning for closely-held businesses.
  • Learn various tax-advantaged strategies for passing the closely-held business to junior family members.
  • Examine various issues impacting the sale of a closely-held businesses to unrelated parties.


Date & Time                                                                    

Friday, March 17, 2017                                                                

8:30 a.m. - 9:30 a.m. (Breakfast Provided)   



FCA Offices, 791 Town & Country, Suite 250,  Houston, TX



NASBA-approved for 1.00 CPE credit in Business Law; State Bar of Texas approved for 1.00 MCLE credit.


Free Admission

Admission is FREE for all business professionals. For information on the cancellation policy please call 888-ATTY-CPA ext. 2.

About the Presenter

Robert M. Mendell is a principal of his own law firm specializing in a sophisticated mergers and acquisitions, business, tax, and estate planning practice. Mr. Mendell is one of the few Houston attorneys who is both Board Certified in Tax Law by the Texas Board of Legal Specialization and is also a Certified Public Accountant. In the course of his legal representation of his various clients, he has been involved in the organization, structuring and ongoing operations of several hundred Texas business entities. A frequent lecturer for various CPA professional organizations, Mr. Mendell has made over 200 presentations on various tax and other business related topics of interest since 1984. Mr. Mendell earned his J.D. from the University of Houston Law School in 1979 and graduated from the University of Texas, with honors, in 1976 for his undergraduate degree. 


Additional Information

Delivery Method: Group-Live

Program Level: Overview

Prerequisites: None

Advanced Preparation: None

Who Should Attend? Attorneys, CPAs, Business Professionals

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course. 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org





Event Type:Chapter Meeting
Early registration ends on Feb 01, 2017.
Regular registration starts on Feb 02, 2017 and ends on Mar 18, 2017.
Late registration starts on Mar 19, 2017.